I'm not sure if this will be useful to anyone but I thought I'd document it to the group in case it can help. I subscribed to Planswell about 4 years ago for 3-4 months then was forced by my dealer to unsubscribe. I received 40 leads over those 3-4 months. 6 weeks ago, on Ermos and Andy's suggestion, I paid $99 to Planswell for a legacy subscription of some sort for 30 day access to these 4-year old leads. I admit, I am not great at cold calls and didn't want to call 4-year old leads. So I created an email campaign of sorts through MailChimp to contact these leads. My thought for the campaign was to reintroduce Planswell and myself, and then provide weekly emails outlining steps to create a financial plan for themselves. Of the 40 old leads, I had notes that said 6 were adamant 4 years ago to take them of my list. So I was left with 34. Of these 34, old notes showed that I was able to engage with 8 of them 4 years ago but not close. I divided them into 2 groups in MailChimp - 8 in my "engaged" group and 26 in my "not engaged". I sent the exact same weekly emails to both groups. The weekly email format was as follows: Week 1 - reintroduce Planswell and myself. I sent them links to their old Planswell plans they created and a Loom video on how to use the Planswell app. Engaged group - 33% open, 0 clicks, 3 unsubscribes. Not engaged - 46.4% open, 0% clicks, 3 unsubscribes. Week 2 - topic was determine cash flow/budget. I sent them a video blog on cash flow planning, and links to a cash flow planning worksheet and blog on my website. Engaged group - 24% open, 0 clicks, 1 unsubscribe. Not engaged - 46.4% open, 0% clicks, 0 unsubscribe Week 3 - topic was goal setting. I sent them links to blog and goal worksheet and checklist on my website. Engaged group - 24% open, 0 clicks, 1 unsubscribe. Not engaged - 41.7% open, 0% clicks, 2 unsubscribe Week 4 - Combined groups into 1 - 21 not engaged + 3 engaged = 24 Topic was inflation, future costs - Sent link to blog on my website and 3rd party calculators. 81% open, 0% clicks, 0 unsubscribe.

Hello everyone. I’m away tomorrow and won’t be able to make this session.

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I'm calling my prospects There's objections There's push back They're not picking up the phone I'm frustrated Why? I'm caught in the whirlwind Delaying my happiness for a future result is called a telic activity Telic activities have an end, such as getting a university degree, or completing your CFP designation When you tie your happiness to an end goal, you miss out on enjoying life today You have 50 clients and you have an end goal of 200 clients in 5 years? Don't wait 5 years to be happy Be happy and grateful for each new client you bring on Enjoy the process Helping your clients reach their financial goals Removing their stresses Taking care of multiple generations Enjoy the journey and you will be happy today and every day